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iRhythm Holdings, Inc.（IRTC）とMERIT MEDICAL SYSTEMS INC（MMSI）の財務データ比較。上の社名をクリックして会社を切り替えられます
MERIT MEDICAL SYSTEMS INCの直近四半期売上が大きい（$393.9M vs $208.9M、iRhythm Holdings, Inc.の約1.9倍）。MERIT MEDICAL SYSTEMS INCの純利益率が高く（9.6% vs 2.7%、差は7.0%）。iRhythm Holdings, Inc.の前年同期比売上増加率が高い（27.1% vs 10.9%）。MERIT MEDICAL SYSTEMS INCの直近四半期フリーキャッシュフローが多い（$74.0M vs $14.5M）。過去8四半期でiRhythm Holdings, Inc.の売上複合成長率が高い（25.8% vs 10.3%）
iRhythm Holdingsは心臓ケア分野に特化したデジタルヘルスケア企業で、ウェアラブル型の携帯用心拍モニタリングデバイスとAI搭載の解析ツールを開発・販売しています。主に米国の医療機関と患者を対象に、心房細動などの不整脈の検出を支援し、臨床診断に有用なデータを提供しています。
メリットメディカルシステムズ社はグローバルな医療機器メーカーで、心臓病学、放射線学、腫瘍学、内視鏡検査、救命救護の各分野で使用される介入・診断用製品を開発・製造・販売しています。世界中の病院や医療機関に低侵襲のソリューションを提供し、患者の予後改善と診療効率の向上を支援しています。
IRTC vs MMSI — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $208.9M | $393.9M |
| 純利益 | $5.6M | $38.0M |
| 粗利率 | 70.9% | 49.6% |
| 営業利益率 | 1.1% | 13.8% |
| 純利益率 | 2.7% | 9.6% |
| 売上前年比 | 27.1% | 10.9% |
| 純利益前年比 | 518.5% | 36.0% |
| EPS（希薄化後） | $0.18 | $0.64 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $208.9M | $393.9M | ||
| Q3 25 | $192.9M | $384.2M | ||
| Q2 25 | $186.7M | $382.5M | ||
| Q1 25 | $158.7M | $355.4M | ||
| Q4 24 | $164.3M | $355.2M | ||
| Q3 24 | $147.5M | $339.8M | ||
| Q2 24 | $148.0M | $338.0M | ||
| Q1 24 | $131.9M | $323.5M |
| Q4 25 | $5.6M | $38.0M | ||
| Q3 25 | $-5.2M | $27.8M | ||
| Q2 25 | $-14.2M | $32.6M | ||
| Q1 25 | $-30.7M | $30.1M | ||
| Q4 24 | $-1.3M | $27.9M | ||
| Q3 24 | $-46.2M | $28.4M | ||
| Q2 24 | $-20.1M | $35.7M | ||
| Q1 24 | $-45.7M | $28.2M |
| Q4 25 | 70.9% | 49.6% | ||
| Q3 25 | 71.1% | 48.5% | ||
| Q2 25 | 71.2% | 48.2% | ||
| Q1 25 | 68.8% | 48.4% | ||
| Q4 24 | 70.0% | 48.7% | ||
| Q3 24 | 68.8% | 46.4% | ||
| Q2 24 | 69.9% | 47.7% | ||
| Q1 24 | 66.3% | 46.9% |
| Q4 25 | 1.1% | 13.8% | ||
| Q3 25 | -4.4% | 11.1% | ||
| Q2 25 | -10.0% | 12.3% | ||
| Q1 25 | -20.5% | 11.5% | ||
| Q4 24 | -2.5% | 10.3% | ||
| Q3 24 | -34.1% | 11.0% | ||
| Q2 24 | -15.5% | 13.6% | ||
| Q1 24 | -28.9% | 11.1% |
| Q4 25 | 2.7% | 9.6% | ||
| Q3 25 | -2.7% | 7.2% | ||
| Q2 25 | -7.6% | 8.5% | ||
| Q1 25 | -19.3% | 8.5% | ||
| Q4 24 | -0.8% | 7.9% | ||
| Q3 24 | -31.3% | 8.4% | ||
| Q2 24 | -13.6% | 10.6% | ||
| Q1 24 | -34.6% | 8.7% |
| Q4 25 | $0.18 | $0.64 | ||
| Q3 25 | $-0.16 | $0.46 | ||
| Q2 25 | $-0.44 | $0.54 | ||
| Q1 25 | $-0.97 | $0.49 | ||
| Q4 24 | $-0.03 | $0.46 | ||
| Q3 24 | $-1.48 | $0.48 | ||
| Q2 24 | $-0.65 | $0.61 | ||
| Q1 24 | $-1.47 | $0.48 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $583.8M | $446.4M |
| 総負債低いほど良い | — | $734.0M |
| 株主資本純資産 | $152.7M | $1.6B |
| 総資産 | $1.0B | $2.7B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.46× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $583.8M | $446.4M | ||
| Q3 25 | $565.2M | $392.5M | ||
| Q2 25 | $545.5M | $341.8M | ||
| Q1 25 | $520.6M | $395.5M | ||
| Q4 24 | $535.6M | $376.7M | ||
| Q3 24 | $522.0M | $523.1M | ||
| Q2 24 | $561.5M | $636.7M | ||
| Q1 24 | $569.1M | $581.9M |
| Q4 25 | — | $734.0M | ||
| Q3 25 | — | $732.9M | ||
| Q2 25 | — | $731.8M | ||
| Q1 25 | — | $730.7M | ||
| Q4 24 | — | $729.6M | ||
| Q3 24 | — | $750.5M | ||
| Q2 24 | — | $801.3M | ||
| Q1 24 | — | $800.1M |
| Q4 25 | $152.7M | $1.6B | ||
| Q3 25 | $121.9M | $1.5B | ||
| Q2 25 | $103.7M | $1.5B | ||
| Q1 25 | $86.7M | $1.4B | ||
| Q4 24 | $90.9M | $1.4B | ||
| Q3 24 | $71.8M | $1.3B | ||
| Q2 24 | $99.2M | $1.3B | ||
| Q1 24 | $90.3M | $1.2B |
| Q4 25 | $1.0B | $2.7B | ||
| Q3 25 | $995.2M | $2.6B | ||
| Q2 25 | $964.0M | $2.6B | ||
| Q1 25 | $926.1M | $2.5B | ||
| Q4 24 | $931.4M | $2.4B | ||
| Q3 24 | $909.7M | $2.4B | ||
| Q2 24 | $919.2M | $2.4B | ||
| Q1 24 | $909.8M | $2.3B |
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | — | 0.57× | ||
| Q2 24 | — | 0.62× | ||
| Q1 24 | — | 0.65× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $26.2M | $98.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $14.5M | $74.0M |
| FCFマージンFCF / 売上 | 6.9% | 18.8% |
| 設備投資強度設備投資 / 売上 | 5.6% | 6.2% |
| キャッシュ転換率営業CF / 純利益 | 4.70× | 2.59× |
| 直近12ヶ月FCF直近4四半期 | $34.5M | $215.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $26.2M | $98.5M | ||
| Q3 25 | $34.9M | $75.0M | ||
| Q2 25 | $27.7M | $83.3M | ||
| Q1 25 | $-7.9M | $40.6M | ||
| Q4 24 | $19.2M | $68.7M | ||
| Q3 24 | $24.3M | $47.3M | ||
| Q2 24 | $11.8M | $68.5M | ||
| Q1 24 | $-52.0M | $36.2M |
| Q4 25 | $14.5M | $74.0M | ||
| Q3 25 | $20.1M | $52.5M | ||
| Q2 25 | $17.3M | $69.6M | ||
| Q1 25 | $-17.3M | $19.5M | ||
| Q4 24 | $12.4M | $65.3M | ||
| Q3 24 | $15.5M | $38.0M | ||
| Q2 24 | $3.4M | $57.9M | ||
| Q1 24 | $-61.8M | $24.5M |
| Q4 25 | 6.9% | 18.8% | ||
| Q3 25 | 10.4% | 13.7% | ||
| Q2 25 | 9.3% | 18.2% | ||
| Q1 25 | -10.9% | 5.5% | ||
| Q4 24 | 7.5% | 18.4% | ||
| Q3 24 | 10.5% | 11.2% | ||
| Q2 24 | 2.3% | 17.1% | ||
| Q1 24 | -46.8% | 7.6% |
| Q4 25 | 5.6% | 6.2% | ||
| Q3 25 | 7.7% | 5.8% | ||
| Q2 25 | 5.6% | 3.6% | ||
| Q1 25 | 5.9% | 5.9% | ||
| Q4 24 | 4.2% | 1.0% | ||
| Q3 24 | 6.0% | 2.8% | ||
| Q2 24 | 5.7% | 3.1% | ||
| Q1 24 | 7.4% | 3.6% |
| Q4 25 | 4.70× | 2.59× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 2.56× | ||
| Q1 25 | — | 1.35× | ||
| Q4 24 | — | 2.46× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 1.92× | ||
| Q1 24 | — | 1.28× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
MMSI
| Other | $154.6M | 39% |
| Peripheral Intervention | $93.2M | 24% |
| Cardiac Intervention | $50.2M | 13% |
| OEM | $42.6M | 11% |
| Custom Procedural Solutions | $33.1M | 8% |
| Endoscopy Segment | $20.1M | 5% |
